My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as branch manager of our Springfield office. I began my financial services career in 1998, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my wife, Patricia Jane (PJ), and our three sons—Spencer, Tucker and Reid. I enjoy reading, traveling, running as well as coaching and watching youth sports. I’m also a huge fan of the St. Louis Cardinals baseball team.

Areas of Concentration

Asset Allocation

Education Planning Strategies

Estate Planning Strategies

Financial Planning Strategies

Investment Strategies

Retirement Planning Strategies

Wealth Management

Education and Credentials

Missouri State University, Bachelor of Science Degree in Business Administration